NVIDIA Teams With LG, Doosan to Build AI Factories

NVIDIA announced partnerships with LG Group and Doosan Group to build AI factories and embed NVIDIA’s AI software and accelerators across robotics, mobility, energy and electronics. The agreements were unveiled during CEO Jensen Huang’s visit to Korea and target scaling physical AI and computing infrastructure. NVDA shares opened about 2% higher on Monday, June 8.

Under the LG agreement, the companies will build an AI factory based on NVIDIA’s DSX platform to provide accelerated computing for training, simulation, validation and deployment of AI applications. The collaboration includes robotics, autonomous driving, data-center technologies and GPU cloud services. LG Electronics is developing home robots, including the CLoiD line, using NVIDIA Isaac Sim, Isaac Lab and the Isaac GR00T reasoning model. LG Innotek will supply sensing components optimized for NVIDIA GPU architectures. LG CNS plans to integrate NVIDIA robotics frameworks into its PhysicalWorks industrial automation platform for factories, logistics centers and warehouses. LG Uplus will construct data centers capable of running NVIDIA’s latest GPUs, and LG Energy Solution will work on 800-volt direct-current energy systems for those facilities. NVIDIA and LG AI Research will collaborate on EXAONE, a Korean sovereign AI model using Blackwell GPUs, the NeMo framework and Nemotron datasets.

Doosan Group’s agreement covers robotics, AI factory infrastructure and power systems. Doosan Robotics will integrate NVIDIA Isaac Sim, Isaac Lab, Cosmos world models, the Newton physics engine and Jetson Thor into an Agentic Robot OS intended to expand the company beyond robot arms. Reference applications include depalletizing and sanding, and new robot forms such as dual-arm and humanoid platforms. Doosan Bobcat will add NVIDIA technologies to construction, agriculture and landscaping equipment for autonomous outdoor machines. Doosan Enerbility is assessing power options for AI factories, including gas and steam turbines, small modular reactors and hydrogen fuel cells. Doosan Corporation Electro-Materials BG will supply high-performance copper-clad laminate for printed circuit boards to support the NVIDIA MGX ecosystem and maintain signal integrity in networking equipment, AI accelerators and server motherboards.

NVIDIA’s DSX platform, the Isaac robotics stack, NeMo model tools and Blackwell GPUs provide the technical foundation for the partnerships. An AI factory is a dedicated computing environment used to train and test large AI models, simulate physical systems, validate deployments and run AI applications at scale.

Jensen Huang, speaking during his visit to Korea, described the collaboration on hardware and control systems as: “We are working with them in motor technology, as well as mechanical systems, so that we can bring together humanoid robotics and the future of robotics.”

Investors reacted at market open, with NVDA shares rising about 2% on the first trading session after the announcements.